Micron’s finances are improving faster than its spending.
Telecom and enterprise. China – Stop, start, stop start Retail – OpenAI and Google onboarded. Take Home Message
A keynote that needs human inference to fully understand.
Scaling has pretty much run its course.
Adobe Q1 26 – Unnecessary uncertainty Cambricon – A rounding error.
Has Nebius cracked the compute business model?
Revenue is not the problem.
SK Hynix and Samsung make the first cut. Business model wobbles.
15th 5-year plan will not solve the AI problem.
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
China Tech – Local Syndrome
The outlook for AI in China is completely unknown.